Siebel Hospitality Guide > Managing Property-Specific Event Quotes > Adding Details to an Event Quote >

Capturing Billing Information for a Quote

The billing information captured on the opportunity is automatically transferred to the quote record. Sales users can verify and update the billing information using the Billing view.

This task is a step in Adding Details to an Event Quote and Process of Managing Property-Specific Event Quotes.

To update and verify billing information

1. Navigate to the Quotes screen > List view.
2. In the Quotes list, query for the quote record.
3. In the Quote record, click the link in the Name field.
4. Click the Billing view tab.

   The Billing form shows the opportunity billing information.

5. Make necessary changes to the billing information, and then save the record.